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Customer relationship management & sales automation

Customer relationship management & sales automation

Manage the full prospect/customer lifecycle, through effective marketing campaigns, field sales, telesales and account management. Tight integration of CRM with all your other business applications - including your finance system - enables detailed customer profiling and targeted cross-selling.

Visibility of all customer-related data through a single interface combines key information to ensure all your customer-facing staff have all the information they need.

CRM diagram

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Account management

CRM is a central database that holds every detail of every interaction between you and your customers. From the date they enquired about your company and the marketing campaign that caught their eye, to full purchase and service history - all this information is available to every authorised member of your staff so they can provide a loyalty-inspiring service. More »

Marketing campaigns

Build action lists based on each of your ideal customer profiles. Streamline responses from multiple sources and get the facts and figures you need to continually analyse and improve campaign performance based on previous results. Improve and enhance the corporate brand, messaging and image of your organisation through the use of centralised email and mailing material and associated marketing collateral

From integration with call centre technology and e-marketing to allocating and prioritising telesales activity, you have the ability to generate, capture and distribute new sales opportunities and maximise the performance of your team. Reporting cost per lead, cost per sale, conversion ratios and sales success rates all help shape the use of future budgets. More »

Sales force automation

Everyday tasks such as sending emails, updating lead information and scheduling activities can be automated, reducing administration and defining clear ownership over leads and projects. Powerful forecasting gives you estimated timings, values and likelihood of closure and total visibility over your sales pipeline. KPI reporting helps sales managers ensure that the team keep on top of next action and follow-up dates More »

Live update to sales orders

Enquiries and quotations are progressed to sales orders, pro forma invoices and invoices with no data duplication and in alignment with your stringent procedures. In-built controls ensure orders are placed in accordance with stock availability, agreed pricing and customer terms while workflow procedures ensure orders are fully authorised prior to release. More »

Service & support

Integration with service management completes the picture. When sales staff can see the service history and service staff can see the sales history, you can be sure that your customer will receive a first-rate service - whoever answers the phone or goes out on-site. More »

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